The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPFOLIO INC COM CL A 03783C100 33,317 367,576 SH   SOLE   367,576 0 0
CLOUDFLARE INC CL A COM 18915M107 21,766 497,500 SH   SOLE   497,500 0 0
DUOLINGO INC CL A COM 26603R106 6,654 76,000 SH   SOLE   76,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 14,321 315,500 SH   SOLE   315,500 0 0
RH COM 74967X103 4,670 22,000 SH   SOLE   22,000 0 0
SNOWFLAKE INC CL A 833445109 22,980 165,250 SH   SOLE   165,250 0 0